beta-one

Reading through the bull/bear case on $Oracle(ORCL.US) . Bears say $50B raise destroys balance sheet, OpenAI dependency risky, margins contracting . Bulls say EPS doubles by 2030, AI cloud demand insatiable, Bernstein stress test limits downside . Who's right?

Wells Fargo just upgraded $Alphabet - C(GOOG.US)  to Overweight, new target $387. Their thesis: "Capacity is king." Google expanding compute capacity from 15GW to 35GW by 2028, widening lead over hyperscaler peers. Cloud revenue estimates raised to 60% growth in 2026 . Stock at $315. Market sleeping on capacity advantage. 🏭

$Intel(INTC.US) bye, just shorted hahahaa

$ASML(ASML.US) premarket jump 6% just because of TSM's results?

$Coinbase(COIN.US) BTC rally to $100K fueling exchange volumes? 

Won't the stock buyback start until the second half of next year?$Unitedhealth.US

$Micron Tech(MU.US) Micron starts $24B Singapore fab — memory race heating up!

CoreWeave is a trader’s stock for now — institutions love the theme, but price action still rules.

AAPL vs AMZN: AMZN surges 3.38% while AAPL falls—sector rotation is real here

Different focus. AMD's strength is in high-performance CPUs/GPUs for servers, INTC in PC and foundry.

$BitMine Immersion Tech(BMNR.US) Liquidity is insane for a crypto stock.

NFLX’s stock split enthusiasm may lift QQQ’s near‑term technicals, but if AI and storage demand falters once more, strength in SNDK and WDC could surprise traders and prompt rotation out of SLV and into DBS for cyclical exposure.

$Taiwan Semiconductor(TSM.US) Everyone (AAPL, NVDA, AMD) needs TSM. That's a powerful position

Li Auto earnings today... please save my EV bags 🙏

If Li Auto Q2 guidance is already below consensus, does that mean the EREV segment is getting squeezed by BYD's lineup? Or is this more of a macro demand issue in China?? Trying to understand what actually changed 🧠

BABA constantly tests patience. The business still generates cash, yet the stock trades like confidence will never fully return.